Service Offering
Deal Structuring & Valuation
Whether negotiating a strategic acquisition or preparing for a complex carve-out, translating due diligence insights into deal terms requires both analytical rigor and practical dealmaking experience. Beyond financial modeling, it requires understanding how deal structures play out in the real world. Catalant connects you with veteran dealmakers who have structured transactions at leading investment banks and executed deals as corporate development executives. Our Experts help you deliver:
Approach and Deliverables
Deal Structuring & Valuation Designed for Impact
Creating a navigation system for seamless transition.
01
Valuation Modeling
We optimize deal value by creating robust financial models, designing transaction structures that align incentives, and developing clear terms that protect your interests.
02
Deal Structuring
We evaluate various deal mechanisms to craft structures that work for all parties while protecting your interests, aligning incentives, mitigating risks, and maximizing value creation potential.
03
Legal Assessment
We strategically address how to transition the business, address any legal entity operationalization issues, managing diligence, drafting transaction documents, and ensuring compliance so you can focus on unlocking synergies.
04
Stakeholder Alignment
Successful deals demand leadership precision and shared vision. We facilitate transformative workshops that establish clear priorities, address potential friction points, and build trust across organizational boundaries.
Winning Together
Deal Structuring & Valuation In Action
Problem
A publicly traded growth-stage technology company sought to acquire a cross-border transformative asset to expand its audience and strengthen its value proposition to consumers and Fortune 500 clients. It needed help to understand the impact a transaction like this could have, and if successful, how to replicate it.
Action
A financial model and operating plan with revenue synergies, cost structures, and integration costs to project long-term ROI was built, along with an integration roadmap with timelines, performance tracking, and reporting to ensure execution and accountability. The model was seamlessly adopted by teams from C-level executives to directors, earning recognition as an “excellent framework.”
Results
As a result, the acquisition closed successfully. In addition:
- The client’s stock price increased ~16% following the announcement, reflecting market confidence in the deal.
- The model became the foundation for ongoing post-merger performance tracking, ensuring transparency and scalability during integration.
Modeling Support for an M&A Team
A PE-backed professional services firm with a small M&A team had over a billion dollars in deal pipeline and was looking for support triaging M&A opportunities. They needed help evaluating M&A targets, getting through the dozen plus deals in the pipeline, extracting salient financial/operating KPIs, and running transaction modeling. Over two months, we built templates and support for new analysts and M&A initiatives, worked on over 50 deals, and set up fund flow models and efficiency measures to unlock highly accelerated deal flow.
Streamlining M&A Execution
A PE-owned industrial staffing company required support for M&A execution within its portfolio. They sought an interim Head of Corporate Development who possessed extensive M&A, integration, and industry expertise. We undertook quantitative and qualitative analysis, built operating models, valuation analysis, and acquisition models, in addition to managing data rooms, financial modeling, and various analyses related to bookings, revenue, cost structure, and retention.
Our Experts
Featured Deal Structuring & Valuation Experts
Yvonne G.
Ex-FTI partner, EY Parthenon, expert in mid- and large-scale deals
Deep expertise in buy-side and sell-side structuring and valuation across Private Equity and Corporate sectors.
Jason M.
Ex-Bain, deep experience in PE and with PE-backed companies
Expert in crafting tailored deal structures that balance risk and reward, driving value creation in complex transactions.
Uma N.
Expert in managing Global M&As, Transition Services and Divestitures
20+ years of experience leading complex, large-scale programs for PEs and Fortune 500 companies.
Ready to get started?
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